Testimonials

Having had both positive and negative experiences with financial advisors in the past, this puts me in an ideal position to write this testimonial. I met Carlos Rodrigues at a point when my company was much overdue in having its existing insurance coverage evaluated. This task had been delayed by me for quite some time due to a previous negative experience. Meeting Carlos was like a breath of fresh air! Next to myself, he must be one of the most patient people that I have ever met. I deal in customer service on a daily basis and understand what it takes to constantly answer people's questions.

What impressed me the most was the fact that he never "just told me what I wanted to hear" or "made up an answer to a question" in order to quickly fill-in a blank on a page. After all, time is money! If he did not know the answer to a question, he simply said so - that is what I respect about him the most!

Carlos is very good at what he does, and more importantly, he enjoys what he does. His dedication becomes very evident during your initial meeting with him. I wear many hats in my line of business - the bookkeeper, the salesman, the laborer and the skilled tradesman; as do many small business owners in the beginning, in order to keep all costs down. One grave mistake that many business owners make is to ignore, or put off, the very important task of making sure that their future income, and the income of their business, is protected by having the proper insurance in place. This also applies to making sure one always has the proper personal coverage in place for their families. It's easy to forget that it's because of our families that we work so hard everyday.

Sit down with Carlos and have an open and honest discussion with respect to all your insurance needs. You won't regret it!

Having got to know Carlos over the past two years, I can honestly say I feel comfortable and empowered by the decisions and guidance he has provided for my financial security and future. With the recent world-wide economic downturn, Carlos had my investments well positioned and diversified and made me feel safe about my financial future.

He is very knowledgeable about the wide range of products and services offered through Freedom 55 Financial / London Life / Quadrus Investments, and has offered tremendous assistance in helping me achieve my goals of personal income growth, retirement and long-term planning.

One of the most comforting things about Carlos is he is very approachable, forward thinking and can explain things in "real terms" removing any confusion or hesitation regardless of investment knowledge. Any questions regarding my investment portfolio or the direction in which my investment growth is taking place have always been answered quickly and promptly, while making any necessary changes or adjustments to my investment strategy as needed.

I couldn't imagine having anyone else working on my personal investments and share my vision of long-term financial security. Carlos has proven himself in his strong work ethic and desire to put his client's best interests forward, but has also become like that old friend you can count on and trust - something difficult to find in the world of investments, and this is a relationship that will continue to grow over the years to come.